Sentences with phrase «overlooking tax assets»
Spouses need to be cautious that they are not overlooking tax assets in divorce proceedings where marital or community property will be divided.
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Another investment - related tax strategy that many investors overlook is contributing appreciated assets to charity.
In my role as a financial writer and editor, I specializes in unique, overlooked investment strategies, growth with income stocks, imaginative investment themes, tax - advantaged themes, risk management, technologies to capture gains and reduce losses, real estate related opportunities, effective wealth preservation techniques, and the use of ETFs for diversification and asset allocation.
David helps families develop comprehensive plans including complex charitable, retirement, and tax planning strategies while paying attention to often - overlooked items such as planning for digital assets or pets.
Estate tax planning should not be overlooked because there are many techniques available to reduce estate taxes, such as holding assets in joint ownership, establishing testamentary trusts, and the purchasing of permanent insurance policies to cover estate income taxes.